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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
1451
Wealthspire Advisors (New York)
New York
$69K +$67.9K +815 New
VCM
1452
Vigilant Capital Management
Maine
$67K
PFGIA
1453
Patriot Financial Group Insurance Agency
Massachusetts
$66K -$6.16K -74 -9%
WPA
1454
West Paces Advisors
Georgia
$64.6K
BCM
1455
Blume Capital Management
California
$63K +$20.8K +250 +50%
CBT
1456
Central Bank & Trust
Kentucky
$61K
FWM
1457
Focused Wealth Management
New York
$60K +$999 +12 +2%
MWC
1458
MBM Wealth Consultants
Missouri
$58K +$57.3K +688 New
PWM
1459
PRW Wealth Management
Massachusetts
$58K +$57.7K +693 New
IFAM
1460
Institutional & Family Asset Management
Colorado
$56K -$17.5K -210 -24%
CFA
1461
Clarfeld Financial Advisors
New York
$56K +$55.1K +661 New
JFA
1462
JNBA Financial Advisors
Minnesota
$54K -$540K -6,486 -91%
BFC
1463
Bedel Financial Consulting
Indiana
$53K
VCM
1464
Versant Capital Management
Arizona
$51K
FPFS
1465
First Personal Financial Services
North Carolina
$48K -$8.83K -106 -16%
IIM
1466
Ipswich Investment Management
Massachusetts
$48K +$47.9K +575 New
MFT
1467
Moisand Fitzgerald Tamayo
Florida
$46K
EARNEST Partners
1468
EARNEST Partners
Georgia
$45K
MS
1469
Mizuho Securities
Japan
$45K +$45K +540 New
ONST
1470
Old North State Trust
North Carolina
$45K +$45.4K +545 New
RFM
1471
Royal Fund Management
Florida
$44K -$416 -5 -0.9%
DAM
1472
Delta Asset Management
Tennessee
$44K +$16.7K +200 +62%
FTI
1473
Fiduciary Trust International
Massachusetts
$44K +$44.1K +529 New
BAMG
1474
Brand Asset Management Group
Missouri
$43K -$1.75K -21 -4%
HT
1475
Heritage Trust
Oklahoma
$43K